Wr Wealth Planners, LLC Spdr S&P 600 Small Cap Value E Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Aug 01, 2024	SELL	$71.19 - $81.84 $5,979 - $6,874	-84 Closed	0 $0
Q2 2023 Aug 01, 2024	BUY	$71.23 - $78.02 $5,983 - $6,553	84 New	84 $6.45 Million

Others Institutions Holding SLYV

# of Institutions

565

Shares Held

31.1M

Call Options Held

1K

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.59M
Shares

$227 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$125 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.35M
Shares

$119 Million
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$112 Million
0.03% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

910K
Shares

$79.7 Million
13.59% of portfolio

About SPDR S&P 600 SMALL CAP VALUE E

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